---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38552549.md"
description: "AI bubble?Last time the internet bubble was just adding .com to a stock and it soaredThis time the more you spend the more you fall...🤔Personally I feel after this AI tech stock adjustmentThe real AI revolution wave will come laterUltimately it still depends on fundamentalsWhich one do you favor? $Alphabet - C(GOOG.US) $Tesla(TSLA.US) or $Amazon(AMZN.US) $Apple(AAPL.US)?"
datetime: "2026-02-06T08:43:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38552549.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38552549.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38552549.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

# AI bubble?Last time the internet bubble was just a…


### Related Stocks

- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)

## Comments (100)

- **天府三街大作手回忆录 · 2026-02-07T17:55:38.000Z**: 😀 Google & NVIDIA. Google is strong in foundational logic, while NVIDIA excels in combining graphics with AI implementation. Looking at all the AI developments so far, these two companies have the most promising paths for breakthroughs and technological advancement logic.
- **买股票就是投资公司 · 2026-02-07T10:08:05.000Z**: Is there a 2x long ETF for Value Brother?
- **牛逼哥来也 · 2026-02-07T07:12:55.000Z**: The crypto bubble is over! It's AI's turn now.
- **元首的交易员しき · 2026-02-06T16:29:41.000Z**: Google
- **QvQ拂晓 · 2026-02-06T15:19:24.000Z**: Google and Apple
- **三岔河 · 2026-02-06T15:12:36.000Z**: Looking at it this way, Tesla is considered conservative.
- **两先令六便士 · 2026-02-06T14:59:09.000Z**: In "The Coming Wave," Mustafa Suleyman says that in the future, Google and Amazon will both be super-large, immensely wealthy companies.
- **大道至简常识至真 · 2026-02-06T14:41:49.000Z**: Amazon has taken a big dive, is Value Brother going to make a margin call?
- **康康先森 · 2026-02-06T14:26:04.000Z**: The Valley of Despair is the turning point before the major right side.
- **日积月累的金灿灿 · 2026-02-06T14:01:05.000Z**: It has to be Google
- **老胡爱分享 · 2026-02-06T13:42:07.000Z**: Hello, Value Bro, could you share your thought process? Often we only see the conclusion, but we actually don't understand it! We just think we get it, but the actual gap is huge!
- **洒家特地来赚刀乐 · 2026-02-06T12:45:48.000Z**: Bullish on the Google chain. Google, the company with the world's largest market cap, is starting to form an anti-Google alliance.
- **SAKKI · 2026-02-06T12:22:10.000Z**: I support Apple's old man. It's a stock that has never made me lose money.
- **好公司好价格趋势为王 · 2026-02-06T11:58:22.000Z**: Bullish on Google and Amazon
- **沧溟木 · 2026-02-06T11:56:35.000Z**: Google Tesla
- **laok · 2026-02-06T11:51:37.000Z**: I'm still optimistic about storage, at least until the end of April
- **时间就是金钱 · 2026-02-06T11:06:44.000Z**: Half position in ASML at high level, a bit nervous😱
- **分清运气和认知 · 2026-02-06T10:47:43.000Z**: Google's position has reached 60%Apple reduced to observation position after phased profit
- **LogicQin · 2026-02-06T10:31:12.000Z**: Amazon didn't rise much during the entire interest rate cut cycle, despite having the largest servers and being the foundation of AI life. It's really counterintuitive. Capital prefers speculative trades that turn things into money. I plan to go for insurance and bank calls now. These low-interest d
- **小8 · 2026-02-06T10:30:27.000Z**: Google Tesla